|
⚲
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| Goldman Wealth Management & Associates LLC
✚
|
|
|---|---|
| CRD # | 290153 |
| SEC # | 801-136236 |
| CIK # | |
| AUM | $120.0 M (2026-04-10) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 858-361-3698 |
| Address | 12544 High Bluff Drive San Diego, CA 92130 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 22.4 |
| (b) Individuals (high net worth individuals) | 37 | 92.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 120.0 |
| By Discretionary | ||
| Discretionary | 168 | 120.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 168 | 120.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.0 | |
| Total | 168 | 120.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dachtler Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Goldberg Financial Advisors LLC
✚
|
CA | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
American Wealth Advisors LLC
✚
|
GA | 0.1 |
|
Summit Wealth Management LLC
✚
|
OH | 0.1 |
|
Glazer Capital Management LLC
✚
|
TX | 0.1 |
|
K2 Wealth Management LLC
✚
|
IL | 0.1 |
|
Pinetree Advisors Corp
✚
|
FL | 0.1 |
|
Solid Point Wealth Advisors LLC
✚
|
0.1 | |
|
Copperwood Financial Inc
✚
|
IL | 0.1 |